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Schwab U S Broad Market ETF shares owned by Advisor OS

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Advisor OS

Quarter filed Position value Share count Share price at filing
2024-12-31 $443k 20k 22.70
2024-09-30 $266k 4.0k 66.54
2024-06-30 $215k 3.4k 62.87

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View all positions for Advisor OS

Top funds holding Schwab U S Broad Market ETF

Betterment
Rebalance
SCS Capital Management
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
HT Partners
Callan Capital
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF